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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,527 | $95,404-3.0% | $113,397-18.4% | $82,637+12.0% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.5%-32.1pp | 68.1%-23.6pp |
| Annual return | 17.78% | 19.08%-1.3pp | 23.20%-5.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,376 | $4,220-67.4% | $5,076-72.9% | $4,126-66.7% |
| Admin fee / account holder | $469 | $9,168-94.9% | $11,957-96.1% | $7,339-93.6% |